Inflationary Environment Suggests Higher Rates, Seema Shah Says (opens original article in a new tab)

Seema Shah, Principal Asset Management's chief global strategist, discusses the near-term inflationary impact of the AI capital expenditure cycle, noting that its implications remain underappreciated by investors.

• Seema Shah discusses the near-term inflationary impact of the AI capital expenditure cycle
• She emphasizes that the implications of this impact remain underappreciated by investors
• She speaks on 'Bloomberg Surveillance'